Beyond the expected.
Beyond consensus.
Discover how our rigorous, research-driven approach seeks to deliver superior returns across different market conditions.
The Alphinity Difference
Alphinity is an active, boutique, equities investment manager based in Sydney and majority owned by its staff. We manage Australian and Global equity funds across core and sustainable strategies. At Alphinity we invest in quality, undervalued companies with underestimated earnings expectations. Earnings and earnings expectations ultimately drive share prices over time, while valuation keeps us disciplined, and quality factors control risk.
Our highly experienced investment teams aim to deliver consistent outperformance for our clients by investing in quality, undervalued companies with earnings upgrade potential.
Earnings Leadership
Alphinity invests in companies that can deliver ‘earnings surprises’ to drive outperformance across various market cycles.
Responsible Investing
Alphinity is committed to investing responsibly as ESG factors can have a material impact on both the risk and returns of investments.
Team Approach
A collaborative team approach with deeply experienced co-portfolio managers, a quant and trading unit and a dedicated ESG & sustainability team.
Our Investment Philosophy
We invest in quality, undervalued companies which are in, or are entering, an earnings upgrade cycle.
A company’s share price generally reflects the market’s view of its future earnings potential. However, the market is not typically efficient at pricing new information. Clearly identifiable characteristics exist to help identify companies whose earnings ability is likely to be under (or over) estimated by the market. Investors can exploit this inefficiency to generate outperformance.
Latest Insights
Does it fit? A tailored approach to sustainable investing in the apparel industry
The apparel industry sits at an uncomfortable intersection of social necessity and environmental harm. Clothing is a basic human right, explicitly recognised in Article 25 of the UN’s Universal Declaration of Human Rights. Yet, the way the global fashion industry produces and sells clothing makes it one of the most resource-intensive sectors on earth, and one where human rights risks, from poor minimum wages to forced labour, remain persistent and material.
Global Webcast: Diverging performance of Technology Subsectors
Ty Archibald, Analyst in Alphinity’s Global Equities team, discusses the key technology trends driving markets in 2026, including the growing demand for AI infrastructure, memory and power. He shares insights on opportunities across hardware and software, the companies benefiting from AI-driven earnings growth, and Alphinity’s current positioning within the sector.
Australian Webcast: Commodities Outlook – Top picks in a volatile environment
Stephane André, Co-founder and Portfolio Manager at Alphinity, discusses the dramatic rotation into commodities since late 2025 and the key market forces shaping the sector in 2026. He explores the impact of tariffs, Middle East tensions, inflation concerns and US dollar movements on commodity markets, and shares Alphinity’s current views on resources, including opportunities in copper and lithium, the preference for BHP over Rio Tinto, and the investment case for Mineral Resources and BlueScope Steel.
What we did when BHP’s decarbonisation story turned negative
Last month, BHP made it onto the front page for the wrong reasons. A Four Corners story, followed by Guardian coverage, raised questions about whether BHP was quietly walking back its emissions commitments. For us, that was a moment to pause and ask: does this change our view? So we refreshed our work BHP is […]
Find out More
For more information or to find out how to invest contact Fidante or your local Fidante BDM.
Fidante
1300 721 637 (Within Australia)
+612 8023 5428 (Outside of Australia)
info@fidante.com.au
Fidante BDM
Contact your local Fidante BDM here.
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